A Register which displays Trust Unitholders (past or present).
|From the Main Toolbar, navigate to Reports|
Select Register of Unitholders.
CAS 360 will display the Report Filters screen.
|Report Date||Set a Date to be displayed on the report.|
|Label||Set a Company Label as a filter when preparing the Report.|
|Register Specific Options||Select beside each option to determine the information displayed in the report.|
|Number of decimal places for $ amounts||Select how many decimal places will show for amounts.|
|Register Name Order||Select the Unitholders Register to be in First Name, Surname or Surname, First Name order.|
Select to display each company on its own separate PDF.
Select to display register of all selected companies in a single PDF.
Select one or multiple trusts, and click